Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q3 2022 Update

• Pat Dorsey’s 13F portfolio value decreased from ~$801M to ~$786M this quarter. 
• They increased all positions proportionally by a little bit this quarter. 
• Wix.com at ~19% of the portfolio is the largest position. 

Pay Dorsey’s Dorsey Asset Management 13F Portfolio value decreased from ~$801M to ~$786M this quarter. The heavily concentrated portfolio continues to have only a handful of positions.

 

Note: Regulatory filings show them owning significant ownership stakes in the following businesses - ~8% of Semrush (SEMR) and ~7% of Poshmark (POSH).

 

The spreadsheet below highlights changes to Dorsey Asset Management’s 13F holdings in Q3 2022. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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